TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 400 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2022 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Located in Craig, CO, Marsh McLennan Agency stands out as a leading insurance broker with a strong focus on serving local and regional employers in the medical and ancillary benefits sector. With a wealth of expertise tailored to the unique needs of businesses in the offices of physicians industry, this branch excels in delivering comprehensive insurance solutions. One of their notable achievements lies in their successful collaboration with Staar Surgical Company, an industry leader based in CA with over 410 participants. The agency's adept handling of the specific challenges within the offices of physicians industry showcases their commitment to understanding and addressing the nuances of diverse client needs. This Craig-based office is a vital component of the larger national insurance brokerage firm, leveraging the extensive resources and industry insights of the parent company to provide clients with cutting-edge solutions. Their commitment to excellence and a client-centric approach is evident in the seamless integration of local knowledge and national expertise. Employer benefits buyers will find in Marsh McLennan Agency a trusted partner, capable of navigating the intricacies of the insurance landscape and delivering tailored solutions that meet the unique requirements of businesses in Craig and beyond.

On June 1st, 2010, Cody Ritchie assumed the role of President of the newly formed Crest Insurance Group with a vision to develop the firm to be the top agency based in Arizona. Crest Insurance has grown to include offices in Tucson, Phoenix, Scottsdale, Sierra Vista, Flagstaff and San Diego, California. We have experienced producers writing policies for clients throughout the United States. We pride ourselves on being the best at what we do. We provide access to many national carriers and markets yet remain a true local agency with face to face service and deep ties to our community. It has always been our philosophy to give back and support charitable causes and programs whenever possible. We believe serving our community means being a trusted business partner and also sharing our success with those who strive to make our community better. “If we do well, we will do good.”

Shirazi Benefits, a highly reputable insurance broker, excels in providing exceptional services to clients of all sizes, including large, midsize, and small employers. Renowned for their exemplary customer service and extensive expertise, Shirazi Benefits has garnered outstanding reviews from satisfied clients. With a strong focus on self-funded clients, they possess unparalleled experience in working with PBMs and specific pharmacy providers. Situated in Greeley, Colorado, Shirazi Benefits operates as a trusted local insurance consultant. Notably, they have demonstrated their prowess by partnering with Lemonade Restaurant Group LLC, a prominent 30-member employer within the eating places industry. Collaborating closely with Lemonade's HR and finance team, Shirazi Benefits successfully established a tailored self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan, specifically designed to meet the unique needs of their members. In the competitive Greeley, CO market, Shirazi Benefits ranks among the top brokerages, boasting extensive experience and expertise across diverse client sizes, industries, and products. Their unwavering commitment to excellence has earned them one of the highest M Scores attainable. Shirazi Benefits specializes in various sectors, including health care, social assistance, offices of physicians, and nonresidential building construction industries. Their services extend beyond Greeley, serving clients throughout Colorado, South Dakota, and California. Noteworthy employer clients within their portfolio include ATM Opus Bank, C&G Managed Companies, LPR Construction, and North Range Behavioral Health. Overall, Shirazi Benefits stands out as a leading insurance broker, distinguished by their exceptional customer service, extensive experience, and expertise across a wide range of industries and client sizes.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.

Integrated Benefits Company in Fort Collins, CO, stands out as a trusted insurance broker with a strong focus on providing comprehensive employee benefits solutions to local and regional employers. Their extensive expertise in medical and ancillary benefits makes them a valuable partner for businesses seeking tailored insurance solutions. This Fort Collins-based branch of Integrated Benefits Company has successfully served a diverse range of clients, including Fort Collins Radiologic Associates PC and Tender Care Pediatric Services and Medical Supply. Notably, they have demonstrated proficiency in industries such as home health care services and offices of physicians. With a track record of managing benefits for businesses like Fort Collins Radiologic Associates PC, boasting 120+ participants, and Tender Care Pediatric Services and Medical Supply, with 130+ participants, they showcase their ability to handle varying scales of employee coverage. As a part of a local brokerage firm, Integrated Benefits Company brings a unique understanding of the specific needs and challenges faced by businesses in the Fort Collins area. Their demonstrated experience with midsize employers further underscores their ability to provide tailored solutions that align with the distinct requirements of businesses in this market. For employer benefits buyers seeking a reliable and locally informed insurance broker, Integrated Benefits Company in Fort Collins, CO, stands out as a strategic choice with proven expertise in crafting effective benefits packages.

Greenway & Associates, a trusted local insurance broker based in Pueblo, Colorado, is dedicated to providing exceptional insurance solutions to midsize employers. Renowned for their expertise and commitment to customer service, they have garnered high ratings from satisfied clients. With a focus on the automobile dealers industry, Greenway & Associates possesses strong expertise in serving clients within this sector. Their understanding of the unique insurance needs and challenges faced by automobile dealers enables them to deliver tailored solutions. Operating primarily in the Pueblo, CO market, Greenway & Associates has established itself as one of the top brokerages in the region. Their extensive experience in the local market has given them valuable insights into the specific requirements of clients in this area. Catering to midsize employers, this office of Greenway & Associates serves a diverse range of organizations. Notable employer clients include R.N. Motors Inc and Red Noland Cadillac, showcasing their ability to work with businesses within the automobile dealers industry. Operating exclusively in Colorado, Greenway & Associates is well-versed in the insurance landscape and regulations of the state. Their localized approach allows them to provide personalized service to clients in Colorado. Clients consistently praise Greenway & Associates for their exceptional customer service and expertise. Their dedication to meeting client needs and providing tailored insurance solutions has earned them a reputation as a highly rated insurance broker in the industry. Greenway & Associates' presence in Pueblo, combined with their deep industry knowledge and commitment to client satisfaction, positions them as a reliable and trusted partner for midsize employers seeking comprehensive insurance coverage.

HUB International is a national insurance consultant with a prominent office situated in Colorado Springs, Colorado. With a wide-ranging portfolio, HUB International caters to clients of varying sizes, including large, midsize, and small employers. While the company has received some mixed reviews from customers, it serves as an opportunity to further evaluate potential partners. HUB International has garnered considerable expertise in working with self-funded employers, HMOs, and PPOs to best meet the unique needs of their clients. Moreover, the company possesses strong experience in collaborating with pharmacy benefit managers (PBMs) and other specific pharmacy providers. Notably, HUB International's Colorado Springs office stands as a prime example of their capabilities. They have successfully collaborated with Tekworks Inc, an information industry employer with 170 members. In close partnership with the HR and finance teams of Tekworks Inc, HUB International assisted in establishing a comprehensive self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan tailored to the specific needs of the members. As one of the leading brokerages in the Colorado Springs market, HUB International boasts an exceptional M Score, reflecting their extensive experience and expertise across diverse client sizes, industries, and product offerings. The company's strong competency extends to industries such as depository credit intermediation, educational services, and lessors of real estate. With an extensive client base spanning Colorado, New Mexico, California, Nevada, Arkansas, and Idaho, HUB International's Colorado Springs location serves notable employers such as American Furniture Warehouse, Arkansas Valley Regional Medical Center, Premier Mortgage Resources, and Prospect Education.